Guides
The operating manual we wish we had had.
Long-form playbooks on the parts of running an agency that nobody teaches: pricing a retainer, reading your own margin, and getting off the tool sprawl. Written from running agencies, not from reading about them.
GrowthWhen to hire at a marketing agency (and when to let someone go)When to hire at a marketing agency: the utilization, retainer load and pipeline triggers, the payback math on a new seat, and the signs pointing the other way.GrowthMarketing agency KPIs and benchmarks: the 10 numbers that run the businessThe marketing agency KPIs that run the business: ten numbers with formulas, healthy ranges, warning thresholds, a worked scorecard and the fix when one slips.GrowthHow to scale a marketing agency past the seven figure plateauHow to scale a marketing agency from under $1M to $10M+: what breaks at each revenue stage, the hires that free the founder and the numbers to review monthly.GrowthHow marketing agencies are valued, and how to build one worth buyingMarketing agency valuation explained: SDE vs EBITDA, add-backs, multiples by size, earnouts and the drivers that move the price, with a two-year worked example.GrowthClient concentration risk: when one client is too much of your agencyClient concentration risk for agencies: measure top client share and a simple index, know the 20% and 50% flags, and dilute a big account over 18 months.GrowthCash flow management for marketing agencies: profitable on paper, short on payrollCash flow management for agencies: why a profitable shop runs short before payroll, how to read DSO, build a 13-week forecast and size a cash reserve.MigrationReplacing HubSpot, Harvest and PandaDoc with one agency stackCompare agency tools around client margin visibility, connected processes and a practical migration order.InvoicingHow to invoice retainer clientsBill retainers in advance, send a monthly usage statement, pre-pay overages, keep pass-through costs separate, and run a dunning schedule that protects cash.ProfitabilityClient profitability for marketing agenciesHow to measure client profitability from contracted revenue and absorbed labor cost, with worked tables, benchmarks and what to do with a loss-making account.OperationsAgency utilization and capacity planningHow to calculate agency utilization rate, set targets by role, compute team capacity in hours, and decide when to hire or use contractors.